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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,670 | $55,446-44.7% | $155,574-80.3% | $74,429-58.8% |
| Participation rate | 23.4% | 61.9%-38.5pp | 78.2%-54.8pp | 67.2%-43.9pp |
| Annual return | 8.03% | 269.20%-261.2pp | 64.87%-56.8pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $326 | $2,266-85.6% | $4,676-93.0% | $2,625-87.6% |
| Participant deferral / active EE | $898 | $2,836-68.3% | $5,629-84.0% | $4,348-79.3% |
| Admin fee / account holder | $774 | $1,743-55.6% | $15,914-95.1% | $1,944-60.2% |